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Motive Wealth Advisors’s Salesforce CRM Stock Holding History

Motive Wealth Advisors’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,153
Closed -$305K – 93
2025
Q4 		$305K Buy
1,153
+198
+21% +$49.2K 0.13% 68
2025
Q3 		$226K Sell
955
-93
-9% -$23.5K 0.1% 77
2025
Q2 		$286K Buy
1,048
+89
+9% +$23.8K 0.13% 63
2025
Q1 		$257K Sell
959
-109
-10% -$33.9K 0.14% 56
2024
Q4 		$357K Buy
1,068
+212
+25% +$67.7K 0.19% 53
2024
Q3 		$220K Hold
856
– – 0.13% 64
2024
Q2 		$220K Sell
856
-62
-7% -$16.6K 0.13% 64
2024
Q1 		$276K Buy
+918
New +$265K 0.17% 58

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Motive Wealth Advisors's CRM Position: Q1 2026 in Review

Motive Wealth Advisors sold out of Salesforce (CRM) in Q1 2026, closing a stake of 1,153 shares — an estimated $305K sold.

Motive Wealth Advisors first reported a position in CRM in Q1 2024 and held it in 8 quarters. The position peaked at $357K in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Motive Wealth Advisors reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Motive Wealth Advisors sold 1,153 Salesforce shares in Q1 2026, an estimated $305K.
  • Motive Wealth Advisors first reported a position in Salesforce in Q1 2024 and held it in 8 quarters.
  • Motive Wealth Advisors's Salesforce position peaked at $357K in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Motive Wealth Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.